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San Luis Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

San Luis Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,335
Closed -$115K – 418
2022
Q1 		$115K Buy
+2,335
New +$112K 0.06% 188
2021
Q4 		– Sell
-17,014
Closed -$851K – 162
2021
Q3 		$851K Buy
+17,014
New +$879K 0.47% 61

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's VWO Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 2,335 shares — an estimated $115K sold.

San Luis Wealth Advisors first reported a position in VWO in Q3 2021 and held it in 2 quarters. The position peaked at $851K in Q3 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,335 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $115K.
  • San Luis Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $851K in Q3 2021.
  • 1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.